Small wonder: the case for global small cap
We believe the small cap market offers exposure to quality global companies with diverse earnings drivers and potential for resilience, regardless of the the macroeconomic backdrop.
Market Monitor – 2 February 2024
Global stock markets had a mixed week as central banks continue to dampen hopes of early interest rate cuts in 2024.
Japan’s decade of sustained momentum: is it here to stay?
We believe several catalysts are creating a paradigm change in the country: the shift from deflation to inflation, corporate governance reform and increased domestic flows.
Market Monitor – 26 January 2024
Global stock markets have shaken off their January blues this week and made solid gains, as investors welcomed positive economic data and upbeat company earnings reports.
Market Monitor – 19 January 2024
Global stock markets continued their underwhelming start to the year with ongoing tensions in the Middle East and the prospect of interest rates staying higher for longer weighing on sentiment.
Market Monitor – 12 January 2024
Global stock markets had a volatile week as investors struggle to work out exactly when central banks will start cutting interest rates.
The substitution effect: AI and the labour market
As investors, we need to know how firms will manage the seismic shift that jobs markets will experience due to generative AI over the next few years and decades.
Market Monitor – 22 December 2023
Despite a couple of wobbles, share prices around the world managed to hold on to their recent gains this week.
Market Monitor – 15 December 2023
Central bankers in the United States gave global stock markets a major boost this week by suggesting they will start to cut interest rates early in the new year.
Market Monitor – 8 December 2023
Global stock markets drifted lower this week as investors await signs from central banks of imminent changes to monetary policy.
